Alternatives, Operational Due Diligence Analyst - Assistant Vice President

iCapital; Greenwich, New York (CT, NY); Hybride; USD 130 000 - 155 000; Plein temps

Résumé du poste

iCapital is seeking an Assistant Vice President to join the Research and Education team in Greenwich, CT. You will oversee operational due diligence on prospective and current investments and communicate findings to senior stakeholders.

The role demands deep knowledge of operational risks, internal controls, and industry best practices, with strong analytical and communication skills. The office follows a Monday-Thursday in-person schedule with Friday remote.

Qualifications

• Bachelor's degree in finance, business administration, accounting, or a related field.
• MBA or relevant professional certifications (e.g., CPA, CFA) preferred.
• 6–10 years of experience for AVP in operational due diligence, risk management, or related fields.
• Strong analytical and problem-solving skills with the ability to synthesize complex information.
• Excellent written and verbal communication with the ability to present findings clearly.
• Exceptional attention to detail and commitment to high-quality work.
• Proven project management skills with ability to manage multiple projects and deadlines.

Responsabilités

• Oversee and conduct comprehensive operational due diligence on investments, including site visits and interviews.
• Assess external fund managers focusing on private equity, private credit, hedge funds and real assets.
• Identify and mitigate operational risks associated with investments.
• Prepare and present detailed operational due diligence reports with recommendations.
• Monitor fund managers regularly to ensure compliance with standards and identify risks.
• Collaborate with Investment, Legal and Compliance teams to ensure holistic risk management.

Connaissances

Analytical skills

Problem-solving

Written & verbal communication

Project management

Interpersonal skills

Formation

Bachelor's degree in finance, business administration, accounting, or related field

MBA or CPA/CFA preferred

Description du poste

Alternatives, Operational Due Diligence Analyst - Assistant Vice President

About the Role

iCapital is looking to hire an Assistant Vice President to join the Research and Education team. The individual will be responsible for overseeing and conducting operational due diligence on prospective and current investments. The ideal candidate will have a deep understanding of operational risks, internal controls, and industry best practices. This role requires a strategic thinker with strong analytical skills, and the ability to communicate complex findings effectively.

Responsibilities

• Conduct comprehensive operational due diligence on investment opportunities, including site visits, interviews with senior members of the non-investment team, service provider confirmations and detailed analysis of operational processes.
• Conduct assessments of external fund managers, with a focus on private equity, private credit, hedge funds and real assets.
• Identify, evaluate, and mitigate operational risks associated with potential and existing investments.
• Prepare and present detailed operational due diligence reports, summarizing findings and providing recommendations.
• Perform ongoing monitoring of fund managers on a regular basis to ensure compliance with established standards and to identify material risks.
• Engage in ad-hoc projects to support the Alternatives platform.
• Work closely with Investment, Legal and Compliance teams and other stakeholders to ensure a holistic approach to due diligence and risk management.
• Stay abreast of industry trends, regulatory changes, and best practices in operational due diligence and risk management.
• Mentor and train junior members, fostering a culture of continuous improvement and professional development.

Qualifications

• Bachelor's degree in finance, business administration, accounting, or a related field. MBA or relevant professional certifications (e.g., CPA, CFA) is preferred
• 6 - 10 years of experience for the AVP role and 10-15 years of experience for the VP levelin operational due diligence, risk management, internal audit, or a related field within the investment industry
• Strong analytical and problem-solving skills with the ability to synthesize complex information
• Excellent written and verbal communication skills, with the ability to present findings clearly and persuasively
• Exceptional attention to detail and a commitment to delivering high-quality work
• Proven project management skills, with the ability to manage multiple projects and meet tight deadlines
• Strong interpersonal skills and the ability to build effective relationships with internal and external stakeholders

The base salary range for this role is $130,000 to $155,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

iCapital is proud to be an Equal Employment Opportunity and affirmative action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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